Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
3.10%
6 Months
18.13%
24.70%
1 Year
13.15%
21.80%
3 Years
14.12%
16.46%
5 Years
11.96%
12.29%
Since Inception
13.25%
17.31%
Fund Age
5 yrs 1 mo
7 yrs 2 mo
AUM
₹77.09 Cr
₹328.39 Cr
Alpha – 1 Year
10.17%
22.15%
Alpha – 3 Years
2.24%
7.46%
Information Ratio – 3 Years
0.36
1.55
Volatility – 1 Year
23.76%
22.56%
Volatility – 3 Years
19.81%
18.01%
Beta – 1 Year
1.23
1.10
Beta – 3 Years
1.14
0.98
Sharpe Ratio – 1 Year
0.40
0.85
Sharpe Ratio – 3 Years
0.50
1.07
Worst Rolling Year
8.04%
7.49%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−27.15%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
—
Number of Stocks
20
16
Portfolio P/E
52.66
—
Top 5 Holdings
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 1%